Fund HoldingsIntelligence Driven Advisers, LLC

Total Portfolio Value
$573.60M
Total Bought
$67.32M
Total Sold
$191.74M
Net Transaction
-$124.42M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS
ST STR MSCI EAFE
0612,979+612,979057,1739.97%+57,173
ISHARES TR05,989+5,98902,5540.45%+2,554
PIMCO ETF TR
MULTISECTOR BD
0139,945+139,94503,6670.64%+3,667
EXXON MOBIL CORP04,588+4,58807780.14%+778
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
039,035+39,03502,2850.40%+2,285
MICRON TECHNOLOGY INC(MU)1,2962,397+1,1013708100.14%+440
SANDISK CORP(SNDK)0575+57503650.06%+365
ISHARES TR
TRS FLT RT BD
017,044+17,04408630.15%+863
PGIM ETF TR
PGIM ULTRA SH BD
020,372+20,37201,0080.18%+1,008
KEYSIGHT TECHNOLOGIES INC(KEYS)01,000+1,00002820.05%+282
GILEAD SCIENCES INC(GILD)2,8974,562+1,6653566360.11%+280
JOHNSON & JOHNSON(JNJ)01,110+1,11002710.05%+271
ANALOG DEVICES INC(ADI)0831+83102640.05%+264
FEDEX CORP(FDX)0698+69802490.04%+249
GE VERNOVA INC(GEV)1,0271,043+166719100.16%+239
COSTCO WHOLESALE CORPORATION(COST)0234+23402330.04%+233
MERCK & CO INC(MRK)11,47411,955+4811,2081,4380.25%+230
KROGER CO(KR)03,031+3,03102190.04%+219
HARTFORD INSURANCE GROUP INC(HIG)01,563+1,56302110.04%+211
ELEVANCE HEALTH INC FORMERLY(ELV)0709+70902080.04%+208
GOLDMAN SACHS GROUP INC(GS)0242+24202050.04%+205
BWX TECHNOLOGIES INC(BWXT)01,000+1,00002040.04%+204
WP CAREY INC(WPC)03,000+3,00002040.04%+204
WALMART INC(WMT)5,1176,203+1,0865707710.13%+201
COMCAST CORP NEW(CCZ)8,43615,564+7,1282524470.08%+195
TAIWAN SEMICONDUCTOR MANUFAC(TSM)4,0224,174+1521,2221,4110.25%+188
KLA CORP(KLAC)228309+812774550.08%+178
VIATRIS INC(VTRS)010,347+10,34701400.02%+140
VALERO ENERGY CORP(VLO)1,4601,486+262383670.06%+129
ALTRIA GROUP INC(MO)6,0607,207+1,1473494760.08%+126
AMAZON COM INC(AMZN)5,4696,581+1,1121,2621,3710.24%+108
VANGUARD TAX-MANAGED FDS13,81315,018+1,2058639620.17%+99
LAM RESEARCH CORP(LRCX)1,6851,795+1102883840.07%+95
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
958878-802643440.06%+80
BRISTOL-MYERS SQUIBB CO(BMY)4,3765,205+8292363160.06%+80
908 DEVICES INC010,000+10,0000610.01%+61
SUNCOR ENERGY INC NEW(SU)5,3964,467-9292392950.05%+56
CATERPILLAR INC(CAT)409405-42342870.05%+53
ISHARES TR
U S EQUITY FACTR
023,461+23,46101,5480.27%+1,548
TAKEDA PHARMACEUTICAL CO LTD(TAK)15,41915,437+182402860.05%+46
CHEVRON CORPORATION(CVX)1,3201,136-1842012350.04%+34
HCA HEALTHCARE INC(HCA)602651+492813080.05%+27
SPDR SERIES TRUST
ST STR SP DIV
2,2842,297+133183350.06%+17
AMGEN INC(AMGN)666668+22182350.04%+17
ISHARES TR5,4145,41403874030.07%+16
VANGUARD INDEX FDS1,9391,949+103443590.06%+15
ISHARES TR8,1258,12505365490.10%+12
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
7,4257,42504864980.09%+12
SELECT SECTOR SPDR TR
ST STR SVC ETF
1,7701,988+2182082200.04%+12
VANGUARD INDEX FDS011,393+11,39302,2350.39%+2,235
VANGUARD INDEX FDS1,2061,213+72552630.05%+8
FIRST TR EXCHANGE-TRADED FD
SHS
6,7326,73203103170.06%+6
BLUEROCK PVT REAL ESTATE FD(BPRE)30,45227,845-2,6074574630.08%+6
SPDR SERIES TRUST
ST STR SP600SM C
3,7493,659-903413460.06%+5
ISHARES TR
CORE MSCI TOTAL
04,490+4,49003890.07%+389
SCHWAB STRATEGIC TR6,1975,928-2692232270.04%+3
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
19,26019,26001,4451,4480.25%+3
ENEL CHILE SA(ENIC)11,61011,873+26347470.01%0
OREILLY AUTOMOTIVE INC(ORLY)2,2512,207-442052040.04%-2
AMERICAN CENTY ETF TR3,7513,75104194170.07%-2
WIPRO LTD(WIT)20,79125,894+5,10359550.01%-4
VANGUARD INDEX FDS1,3881,38804033990.07%-4
ISHARES TR1,8071,80702062010.04%-5
ISHARES TR764765+12472400.04%-7
ISHARES TR
MSCI USA MMENTM
92792702322220.04%-10
SPDR SERIES TRUST
ST STR PR SP1500
3,5403,54002922800.05%-12
GRAB HOLDINGS LIMITED
CLASS A ORD
11,54911,060-48958400.01%-17
AMERICAN INTL GROUP INC3,2043,391+1872742550.04%-19
LOWES COS INC(LOW)1,5201,470-503673470.06%-19
INVESCO EXCH TRADED FD TR II2,8772,87703433230.06%-21
HOME DEPOT INC(HD)01,138+1,13803740.07%+374
TJX COS INC NEW(TJX)1,4441,257-1872222010.03%-21
GENERAL MTRS CO(GM)6,8367,098+2625565290.09%-27
ISHARES TR3,6173,527-903803530.06%-27
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,5202,52003633350.06%-28
VANGUARD INDEX FDS1,4661,469+34093780.07%-31
TESLA INC(TSLA)586617+312632290.04%-34
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
018,064+18,06401,2850.22%+1,285
BLACKROCK ETF TRUST
ISHA I IN TE ETF
140,218140,289+714,6694,6230.81%-47
VANGUARD INDEX FDS2,6612,631-308928440.15%-48
LG DISPLAY CO LTD(LPL)13,7440-13,744580-58
LENNAR CORP(LEN)04,472+4,47203880.07%+388
JPMORGAN CHASE & CO(JPM)2,1372,063-746896070.11%-82
ELI LILLY & CO(LLY)486476-105224380.08%-84
FISERV INC(FISV)07,674+7,67404280.07%+428
ISHARES TR2,5992,580-191,7801,6850.29%-95
ALPHABET INC(GOOG)2,5452,375-1707976830.12%-114
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
0138,356+138,35606,5761.15%+6,576
GE AEROSPACE(GE)4,4054,290-1151,3571,2170.21%-139
ISHARES TR016,190+16,19001,5370.27%+1,537
TIDAL TRUST II
YIELDMAX NVDA
10,0940-10,0941470-147
UBER TECHNOLOGIES INC(UBER)05,073+5,07303650.06%+365
NETFLIX INC.(NFLX)08,530+8,53008200.14%+820
ISHARES TR
US TREAS BD ETF
025,489+25,48905840.10%+584
PALANTIR TECHNOLOGIES INC(PLTR)5,7665,782+161,0258460.15%-179
BERKSHIRE HATHAWAY INC DEL05,928+5,92802,8410.50%+2,841
VANGUARD INDEX FDS1,3091,042-2678216230.11%-198
BOOKING HOLDINGS INC(BKNG)17417409327330.13%-199
QUALCOMM INC(QCOM)2,7862,142-6444772760.05%-201
HUNTINGTON INGALLS INDS INC(HII)6000-6002040-204
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